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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,417 | $106,864-74.3% | $147,318-81.4% | $82,637-66.8% |
| Participation rate | 36.0% | 75.5%-39.6pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 20.67% | 27.49%-6.8pp | 70.43%-49.8pp | 53.51%-32.8pp |
| Employer contribution / active EE | $697 | $3,417-79.6% | $4,593-84.8% | $2,552-72.7% |
| Participant deferral / active EE | $1,552 | $6,496-76.1% | $7,906-80.4% | $4,126-62.4% |
| Admin fee / account holder | $1,322 | $8,415-84.3% | $13,708-90.4% | $7,339-82.0% |